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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

Customer Relationship Management redux: Salesforce , which dominated the recent BAI Beacon conference and came to last year’s Forum with only its Marketing Cloud, was focused this year on its front-end CRM and talking up client case studies. Newcomer CRMNEXT had a small but busy booth with an interesting new offering.

Branding 118
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William Mills Agency Adds Mary Curtis, Angelo Jones, Alyssa Maker, Jacob Hamilton

William Mills

As senior account agent, Curtis delivers public relations support to mortgage and digital banking clients. As digital marketing coordinator, Maker handles marketing automation software, social media, web development and blogging services for clients and the agency.

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Finding Business Success Through Customer Engagement

FICO

We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs. This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field.

article thumbnail

Finding Business Success Through Customer Engagement

FICO

We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs. This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field.

article thumbnail

Finding Business Success Through Customer Engagement

FICO

We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs. This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field.